Copying Deliverables to New Disciplines

Overview

This guide outlines the process for duplicating deliverables and their components into a new discipline.

Prerequisites

Before starting, ensure:

1. A new discipline has been created
2. You have export/import permissions
3. You understand which deliverables need to be duplicated

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Phase 1: Prepare and Import Components

Step 1: Export Deliverables with Components

1. Export the "Deliverable with Components" file
2. Review the export and identify only the deliverables you need to duplicate
3. Note which components are included in these deliverables
4. Keep this file for later use in Phase 2

Step 2: Prepare Component List

1. Export all components from the component library
2. Filter this export to include only the components identified in Step 1
3. Save this filtered list

Step 3: Handle En Dash Issues ⚠️

Critical: The en dash character (–) is not supported in component uploads.

• Search the filtered component list for any en dash characters
• Replace or remove en dashes from component names
• Common sources: manually created components

Step 4: Verify Component Sizes ⚠️

Critical: Ensure data integrity before proceeding.

• Verify that component sizes have the same names as their parent components
• If component sizes were renamed, restore them to match component names
• Mismatched names will cause data integrity issues

Step 5: Update and Import Components

1. In your filtered and cleaned component list, change the "Discipline" field to the new discipline name
2. Import this file
3. Verify successful import of all components

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Phase 2: Import Deliverables

Step 6: Prepare Deliverables File

1. Return to the "Deliverable with Components" export from Step 1
2. Remove all deliverables that you don't need to duplicate
3. In the remaining deliverables, replace the "Discipline" value with the new discipline name
4. Save the modified file

Step 7: Import Deliverables

1. Upload the modified deliverables file
2. If the upload fails, proceed to troubleshooting

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Troubleshooting

Upload Fails: Missing Components

Problem: Deliverables contain components that haven't been created yet

Solution:

• Review error messages to identify missing components
• Return to Phase 1 and ensure all required components were imported
• Create any missing components manually or add them to the import file

Upload Fails: Duplicate Deliverables

Problem: Cannot edit existing deliverables, only create new ones

Solution:

• Identify the deliverable(s) that already exist in the target discipline
• Delete the existing deliverable(s) from the target discipline
• Upload the corrected file again
   

Upload Fails: Adding Multiple disciplines for the same Deliverable

Problem: Cannot add more than one discipline for the same deliverable

Solution:

• Check that you put all the disciplines under the same deliverable and that you don't mention the deliverable name twice
• Group the deliverables, delete the deliverable name is it's mentioned twice
• Upload the corrected file again

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Important Limitations

⚠️ Key Constraints to Remember:

• Component uploads do not support the en dash (–) character
• Component sizes must match component names exactly
• Deliverable uploads can only CREATE new entries, not EDIT existing ones
• Uploading a deliverable that already exists in the discipline will fail

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Quick Reference Checklist

Before Starting:

• [ ] New discipline created
• [ ] Component names checked for en dashes
• [ ] Component sizes verified against component names

Components Phase:

• [ ] Exported Deliverable with Components
• [ ] Identified components to duplicate
• [ ] Exported and filtered component library
• [ ] Cleaned component names (removed en dashes)
• [ ] Updated discipline field
• [ ] Successfully imported components

Deliverables Phase:

• [ ] Removed unneeded deliverables from export
• [ ] Updated discipline field in deliverables
• [ ] Checked for existing deliverables (delete if needed)
• [ ] Successfully imported deliverables
• [ ] Resolved any errors